Mechanics Financial Corp

CIK

1821336

Location

Mansfield, OH

Portfolio Value

Small $195,842,278

Diversification

Diversified

Filing Date

Global Rank

#3,904 / 8,232 ▲ 349

Top Industry

Specialty Industrial Machinery 33.9%

3Y Alpha vs SPY

+4.0%

Period ended 2 months ago

Filed May 6, 2026 · 39d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+94.6%

SPY

+76.3%

Annualised alpha

+4.0%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

182 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.0%

+6.2 pts

Top 5

49.0%

+3.0 pts

Top 10

57.9%

+2.1 pts

HHI

1,150

Diversified+315

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	41.2%	$80,782,080	28
Technology	20.6%	$40,388,966	29
Financial Services	9.8%	$19,107,025	30
Healthcare	8.1%	$15,802,013	19
Consumer Cyclical	5.5%	$10,819,573	19
Communication Services	4.8%	$9,316,045	9
Consumer Defensive	3.4%	$6,705,775	15
Utilities	2.1%	$4,090,858	7
Energy	2.1%	$4,089,855	9
Basic Materials	1.0%	$1,904,471	7
Real Estate	0.9%	$1,844,178	6
Unclassified	0.5%	$991,439	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	+5,340	11,159	$505,502
XOM	Exxon Mobil Corp	+3,625	4,345	$737,172
NFLX	Netflix Inc	+3,495	7,184	$690,741
PLTR	Palantir Technologies Inc.	+1,556	3,726	$545,039
AMD	Advanced Micro Devices Inc	+1,196	2,259	$459,548
ETN	Eaton Corp plc	+817	2,724	$974,293
AVGO	Broadcom Inc.	+596	6,762	$2,092,906
MRVL	Marvell Technology, Inc.	+429	5,760	$570,528
JPM	Jpmorgan Chase & Co	+287	23,677	$6,964,826
ABT	Abbott Laboratories	+190	8,402	$862,633
MRK	Merck & Co., Inc.	+187	10,603	$1,275,434
TMUS	T-Mobile US, Inc.	+160	2,438	$512,053
PNC	Pnc Financial Services Group, Inc.	+157	5,250	$1,092,472
NEE	Nextera Energy Inc	+155	18,876	$1,753,202
PSA	Public Storage	+89	2,611	$707,267
IBM	International Business Machines Corp	+88	5,941	$1,440,038
PLD	Prologis, Inc.	+83	6,749	$892,082
ZTS	Zoetis Inc.	+75	4,492	$530,999
DUK	Duke Energy CORP	+70	6,604	$864,727
ORCL	Oracle Corp	+59	11,663	$1,715,743
META	Meta Platforms, Inc.	+55	1,872	$1,071,027
SYK	Stryker Corp	+43	2,501	$821,803
SYY	Sysco Corp	+40	2,085	$148,723
TMO	Thermo Fisher Scientific Inc.	+37	3,297	$1,620,574
BRK-B	Berkshire Hathaway Inc	+33	2,614	$1,252,628
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EOG	Eog Resources Inc	−3,867	2,418	$349,570
OKE	Oneok Inc /New/	−3,851	788	$71,227
CVX	Chevron Corp	−1,303	10,207	$2,111,828
BAC	Bank Of America Corp /De/	−1,162	17,286	$842,692
AAPL	Apple Inc.	−930	56,932	$14,448,772
RTX	RTX Corp	−884	8,233	$1,588,145
UBER	Uber Technologies, Inc	−784	11,508	$827,770
DIS	Walt Disney Co	−773	9,115	$878,503
PEP	Pepsico Inc	−702	12,111	$1,880,717
NVDA	Nvidia Corp	−620	29,507	$5,146,020
AMZN	Amazon Com Inc	−492	16,598	$3,456,865
MS	Morgan Stanley	−488	6,188	$1,018,359
ICE	Intercontinental Exchange, Inc.	−466	5,672	$892,092
PRK	Park National Corp /Oh/	−453	275	$44,948
MAR	Marriott International Inc /Md/	−405	3,633	$1,188,245
V	Visa Inc.	−395	6,544	$1,977,858
CDNS	Cadence Design Systems Inc	−375	4,070	$1,130,930
WMT	Walmart Inc.	−327	8,033	$998,341
PANW	Palo Alto Networks Inc	−303	5,475	$877,752
JNJ	Johnson & Johnson	−297	14,121	$3,451,737
PFE	Pfizer Inc	−295	19,593	$550,171
PG	PROCTER & GAMBLE Co	−253	17,003	$2,455,913
IAU	Ishares Gold Trust	−250	4,954	$436,744
NKE	NIKE, Inc.	−250	735	$38,822
AMGN	Amgen Inc	−200	4,387	$1,543,565
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	2,161	$461,719
ANET	Arista Networks, Inc.	3,108	$381,600
GE	General Electric Co	1,278	$362,658
AZN	Astrazeneca PLC	450	$88,749
HSY	Hershey Co	302	$62,782
WAT	Waters Corp /De/	155	$46,159
SOLS	Solstice Advanced Materials Inc.	262	$19,953
VSNT	Versant Media Group, Inc.	20	$740
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
SJM	J M SMUCKER Co	900	$88,029
T	At&T Inc.	2,355	$58,498
RIO	Rio Tinto PLC	500	$40,015
FTNT	Fortinet, Inc.	375	$29,778
IT	Gartner Inc	35	$8,829
DINO	HF Sinclair Corp	126	$5,806
ACN	Accenture plc	16	$4,292
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

182 positions · $195,842,278 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 182 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GRC	Gorman Rupp Co Industrials	Held	1,007,456	0	$62,593,241	+30.1%	31.96%
AAPL	Apple Inc. Technology	Reduced	56,932	-930	$14,448,772	−8.1%	7.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	23,677	+287	$6,964,826	−7.6%	3.56%
MSFT	Microsoft Corp Technology	Added	16,838	+25	$6,232,922	−23.3%	3.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,029	-195	$5,759,539	−9.0%	2.94%
NVDA	Nvidia Corp Technology	Reduced	29,507	-620	$5,146,020	−8.4%	2.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,598	-492	$3,456,865	−12.4%	1.77%
JNJ	Johnson & Johnson Healthcare	Reduced	14,121	-297	$3,451,737	+15.7%	1.76%
GD	General Dynamics Corp Industrials	Reduced	8,489	-12	$2,913,594	+1.8%	1.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	17,003	-253	$2,455,913	−0.7%	1.25%
LLY	ELI LILLY & Co Healthcare	Added	2,648	+21	$2,435,550	−13.7%	1.24%
HUBB	Hubbell Inc Industrials	Reduced	4,725	-130	$2,318,746	+7.5%	1.18%
CVX	Chevron Corp Energy	Reduced	10,207	-1,303	$2,111,828	+20.4%	1.08%
AVGO	Broadcom Inc. Technology	Added	6,762	+596	$2,092,906	−1.9%	1.07%
CAT	Caterpillar Inc Industrials	Held	2,896	0	$2,051,700	+23.7%	1.05%
V	Visa Inc. Financial Services	Reduced	6,544	-395	$1,977,858	−18.7%	1.01%
PEP	Pepsico Inc Consumer Defensive	Reduced	12,111	-702	$1,880,717	+2.3%	0.96%
ABBV	AbbVie Inc. Healthcare	Reduced	8,400	-35	$1,826,916	−5.2%	0.93%
BLK	BlackRock, Inc. Financial Services	Reduced	1,856	-44	$1,784,933	−12.2%	0.91%
CSCO	Cisco Systems, Inc. Technology	Reduced	22,707	-98	$1,761,836	+0.3%	0.90%
NEE	Nextera Energy Inc Utilities	Added	18,876	+155	$1,753,202	+16.7%	0.90%
ORCL	Oracle Corp Technology	Added	11,663	+59	$1,715,743	−24.1%	0.88%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,599	-195	$1,709,678	−20.7%	0.87%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	3,297	+37	$1,620,574	−14.2%	0.83%
RTX	RTX Corp Industrials	Reduced	8,233	-884	$1,588,145	−5.0%	0.81%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,017	-186	$1,559,233	−1.9%	0.80%
AMGN	Amgen Inc Healthcare	Reduced	4,387	-200	$1,543,565	+2.8%	0.79%
IBM	International Business Machines Corp Technology	Added	5,941	+88	$1,440,038	−16.9%	0.74%
DE	Deere & Co Industrials	Reduced	2,381	-45	$1,341,217	+18.7%	0.68%
MRK	Merck & Co., Inc. Healthcare	Added	10,603	+187	$1,275,434	+16.3%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,614	+33	$1,252,628	−3.4%	0.64%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	3,633	-405	$1,188,245	−5.1%	0.61%
CDNS	Cadence Design Systems Inc Technology	Reduced	4,070	-375	$1,130,930	−18.6%	0.58%
CMI	Cummins Inc Industrials	Reduced	2,068	-77	$1,112,625	+1.6%	0.57%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	5,250	+157	$1,092,472	+2.8%	0.56%
EMR	Emerson Electric Co Industrials	Reduced	8,318	-25	$1,089,824	−1.6%	0.56%
META	Meta Platforms, Inc. Communication Services	Added	1,872	+55	$1,071,027	−10.7%	0.55%
MS	Morgan Stanley Financial Services	Reduced	6,188	-488	$1,018,359	−14.1%	0.52%
LMT	Lockheed Martin Corp Industrials	Held	1,678	0	$1,014,166	+25.0%	0.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,033	-327	$998,341	+7.2%	0.51%
LOW	Lowes Companies Inc Consumer Cyclical	Held	4,144	0	$979,144	−2.0%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,969	-75	$976,474	−6.8%	0.50%
ETN	Eaton Corp plc Industrials	Added	2,724	+817	$974,293	+60.4%	0.50%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	5,672	-466	$892,092	−10.3%	0.46%
PLD	Prologis, Inc. Real Estate	Added	6,749	+83	$892,082	+4.8%	0.46%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	3,069	-42	$891,513	+16.0%	0.46%
DIS	Walt Disney Co Communication Services	Reduced	9,115	-773	$878,503	−21.9%	0.45%
PANW	Palo Alto Networks Inc Technology	Reduced	5,475	-303	$877,752	−17.5%	0.45%
DUK	Duke Energy CORP Utilities	Added	6,604	+70	$864,727	+12.9%	0.44%
ABT	Abbott Laboratories Healthcare	Added	8,402	+190	$862,633	−16.2%	0.44%